You have never heard of any of my heroes, so naming them by name is unimportant. Besides, my hero’s are not interested in the publicity. My hero’s lead quiet…
Back in the 90’s I sold a lot of variable annuities. I worked for a large financial services company that strongly encouraged the use of variable annuities and there were…
The last several weeks we have been busy meeting with our client’s children. We recommend what we call “kid meetings” at a few critical stages: Just prior to getting their…
In most of my recent client meetings I am being reminded that retirement is an outdated term. We try to use the term “transition” but that does not fit as…
“If you had actually read it, you would have noticed the second signature line”, declared the man across the counter. My immediate response was “it’s not intended to be read,…
I had a friend in high school who went to work for the new McDonald’s that came to town. It was a big deal in Taylor, Texas. My dad liked…
When it comes to saving and investing money, many times we are our worst enemy. Successful people learn to rely on good systems and processes to achieve their goals, not…
It’s hard to believe the iPhone is eight years old this month and it’s hard to imagine daily life without it or the Android technology that was spurned by its…
It has been six years now since the doors opened for 401(k) plans to allow ROTH contributions. Most employers by now have amended their plans to allow these contributions but…
As you get closer to Financial Independence Day (the day you start taking money out of your retirement accounts), the reality of what was an intangible concept for so many…
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